Global Outlook February 2026
In this video, Bill Dinning discusses market conditions for the first few weeks of 2026, highlighting sharp moves in sectors such as cryptocurrencies and precious metals.
He highlights the growing political uncertainty in the UK, explaining that while markets are not yet reacting strongly, investors are watching gilt yields and sterling for signs of concern.
Despite these challenges, we remain cautiously optimistic, pointing to strong global earnings expectations for 2026 and the prospect of interest rate cuts in both the US and UK.
This material is provided for informational purposes only and does not constitute investment advice or a recommendation. The views expressed reflect current market conditions and are subject to change without notice.
All materials have been obtained from sources believed to be reliable, but their accuracy is not guaranteed. There is no representation or warranty as to the current accuracy of, nor liability for, decisions based on such information.
Investment strategies presented are not suitable for all investors and do not represent the experience of other clients. Results may vary and are subject to change based on market conditions and individual circumstances. Investors should consult their financial and tax advisors to assess the suitability and risks of any investment.
Portfolios may include investments in illiquid assets, securities subject to counterparty risk, and instruments sensitive to changes in exchange or interest rates. Derivatives such as futures, options, structured notes, and contracts for differences may be used for risk management or investment purposes but may also involve a higher level of risk and may not be suitable for all investors. There is a risk of loss and of counterparty default on such instruments.
